From a customer email
to an order ready for review.
Helen matches products to your catalog, checks units and prepares the order in your system. Your team reviews the details and approves the changes.
A request in chat. A document in your ERP.
Helen works in the screens of your existing ERP, legacy systems included — no new software for your team.
A customer email becomes an order in your ERP.
Helen matches items to your catalog and prices them by the contract. The order is saved after an employee says yes.
- From:
- BuildSource Ltd
- Subject:
- Supply request, October
- Attachment:
- Specification.xlsx
Hello! Please issue an order for the attached specification. Delivery to the site by October 24.
You set Helen up like an employee.
This is the admin console a client gets: what Helen knows about the company, what she remembers about each person, the rules she follows, what she may do and which models handle her tasks. Clickable.
What I know about the company
Company facts Helen uses in every conversation. Unconfirmed ones wait for your decision.
- Company · Confirmed by a personConfirmed
North Supply — wholesale electrical supplies for construction companies
- ERP · Found in the ERPConfirmed
Products live in the “Items” catalog of your ERP
- Terms · From conversations
“Made to order” — not in stock, the lead time comes from the supplier
- Rules · Confirmed by a personConfirmed
Write to the ERP only after a person confirms
- Rules · From conversations
Cable ships in 100 m coils — round quantities up
- Departments · Confirmed by a personConfirmed
New tenders go to the head of sales, in the ERP chat
An order in 2 minutes. A tender in 6.
- Order preparation
15+ min2min- Tender review
40–60 min6min- In a month
- 2,250+orders processed
- Savings
- 7%of payroll a year
The supplier’s team works with Helen inside its own ERP, customized over twenty years. How they got there
We’ll show Helen on your email or tender.
We connect your ERP and email, set permissions and who approves. We start with one task.
Further reading
- Case study · B2B supplier
AI order entry inside the ERP that nobody had to be talked into using
A B2B supplier tried AI order entry three times. A Telegram bot and a separate tab failed; Helen, a contact inside the ERP, now prepares an order in 2 minutes.
- Article · Helen
Why an email order takes 15 minutes, and why an AI tab won’t fix it
AI order entry for email orders. Why turning a customer email into an ERP order takes 15+ minutes, where mistakes creep in and why an AI tab rarely sticks.
- Article · Helen
Where the hours go in tender review, and what to hand to AI
AI tender review, from the email with tender documents to a bid or no-bid decision. Where 40 to 60 minutes go, what AI can take on and what stays with people.